民主党若夺回国会，特朗普政府和大型企业都可能面临更严格的调查。传票、文件调取及高管听证会或成为主要施压工具，银行、科技巨头和能源企业尤其关注。

According to Jin10, Huatai Securities said smart ring shipments are moving from a niche market toward a standalone wearable category, but the product has not yet entered a phase of broad supply-chain ramp-up. IDC data show global shipments rose from 880,000 units in 2023 to 4.34 million in 2025. FDM CCS Insight forecasts shipments will increase to 6 million in 2026 and reach about 15 million in 2030. By comparison, smart ring sales are still only about 4% of the approximately 162 million smartwatches expected in 2026. Huatai Securities said smart rings have passed the first stage of validating whether consumers need this form factor: Oura has built a sizable user base, and Samsung has provided validation from a major technology company, while Apple, Huawei, Xiaomi, and other leading manufacturers have not yet fully entered the market.

Thailand’s growth forecasts are rising as revised factory data show a larger boost from the artificial intelligence boom, though much of the economy remains sluggish, according to Bloomberg.

U.S. stock futures traded slightly higher as investors awaited midterm election results and assessed earnings from technology stocks at the center of the artificial intelligence trade, Bloomberg reported.

Aero ranked among the top three decentralized exchanges on Arbitrum by daily trading volume 12 days after launch. According to ChainCatcher, Arbitrum announced the ranking.

Solana Mobile has launched an SKR buyback and burn program that has destroyed 1.2 million tokens since it began operating on October 15, 2026. According to ChainCatcher, the company said in a post on X that it transfers part of its revenue to a dedicated wallet, uses a series of on-chain orders to buy SKR on the open market, and burns the tokens on-chain. Revenue for the program comes from the Solana Mobile validator, Seed Vault wallet redemptions, and the USDC Earn Vault. Since the launch of Seeker, portions of revenue from these sources have been allocated to buybacks and burns. The program does not pay returns to SKR holders or stakers, and staking rewards remain unchanged. All buybacks and burns take place on-chain.

According to Jin10, the Nikkei 225 opened 68.28 points lower, down 0.11%, at 63,013.58 on Wednesday, November 4.

Japan’s Nikkei 225 opened at 62,973.16, down 0.17%. According to Sina Finance, South Korea’s KOSPI opened 2.4% higher at 5,786.13.

The Nasdaq Composite rose 0.8% on Tuesday as investors bought beaten-down tech stocks ahead of the U.S. midterm elections, ending a three-day losing streak, according to Sina Finance. The Nasdaq 100 gained 0.7% but remained in correction territory, roughly 10% below its recent highs. The S&P 500 advanced 0.4%, while the Dow Jones Industrial Average fell nearly 200 points, or 0.4%, dragged down by Apple shares. Apple dropped nearly 2% after the iPhone maker issued a disappointing gross margin forecast late Monday and reported fourth-quarter iPad sales below Wall Street expectations. Chip stocks led the rebound: AMD surged 4% ahead of its third-quarter earnings release after the close; Broadcom rose more than 3%; Micron Technology and NVIDIA each gained more than 2%. Oil prices declined on speculation that U.S.-Iran negotiations could make progress. Brent crude settled down 1.12% at $103.60 per barrel, while West Texas Intermediate futures fell 0.38% to $96.09 per barrel. Prediction market traders put the probability of Democrats winning the Senate at approximately 75%. Even with President Trump in the White House, Democrats winning either chamber could impact Washington's investigations and oversight, relevant to defense, AI, and healthcare sectors. JPMorgan said this week that if Republicans retain control of the Senate or both chambers, the market could see a short-term rally. Potomac's Snyder said markets could rise regardless of the election outcome, citing the already-hit AI trade and the potential for a relief rally once midterm uncertainty clears. Separately, Goldman Sachs raised its global data center capacity forecast to 273GW by 2030, up from its previous estimate of 217GW, implying 170GW of new capacity. At an estimated $50 billion per GW, this translates to $8.5 trillion in capital expenditure over five years. Goldman also noted that IT infrastructure costs continue to face upward pressure.

According to CNBC, several companies made notable moves in extended trading. CVS Health shares were slightly higher after The Wall Street Journal reported the company would split off its retail pharmacy business into two publicly traded companies, with the breakup expected in the first half of 2028. Duolingo surged 11% after third-quarter revenue of $309 million topped an LSEG consensus of $303 million, with monthly active users reaching 153 million against a 149 million forecast. Alight jumped 17% after raising its full-year 2026 outlook, seeing revenue of $2.115 billion to $2.125 billion versus the FactSet consensus of $2.09 billion. Avis Budget Group tumbled more than 7% on mixed third-quarter results, earning $5.15 a share, down sharply from $10.11 a year earlier, while revenue of $3.44 billion slightly beat a $3.42 billion consensus. Advanced Micro Devices rose 7% after adjusted earnings of $2.09 per share beat estimates of $1.95, with revenue forecasts for the current quarter also above estimates. Toast slipped 4% despite third-quarter results topping estimates, and said CFO Elena Gomez will leave at the end of 2026, replaced by senior vice president of finance Michael Senno. Skyworks Solutions slumped about 16% after guiding fiscal first-quarter adjusted earnings of about $1.25 per share and revenue of $1.80 billion to $1.90 billion, short of LSEG consensus estimates of $1.50 a share and $1.99 billion. Super Micro Computer jumped more than 9% after earnings and revenue beat Wall Street estimates, with fiscal year 2027 net sales expected to range between $72 billion and $82 billion, above the LSEG consensus of $69.17 billion. Arista Networks gained 12% after fourth-quarter guidance of $1.26 to $1.30 per share on revenue of $3.9 billion to $4.0 billion topped LSEG estimates of $1.15 per share and $3.60 billion. Block rallied more than 6% after third-quarter adjusted earnings of $1.13 per share beat the $1.03 consensus and revenue of $6.72 billion exceeded the $6.59 billion consensus, with the company raising full-year guidance. Freshworks tumbled about 6% despite third-quarter adjusted earnings of 22 cents per share on revenue of $245.4 million, above FactSet estimates of 18 cents and $245.1 million.

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